ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

GREAT VALLEY ADVISOR GROUP, INC.'s Holding History (CIK: 0001769897)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 208,880 Value ($000) $31,059 Avg Close — Range —
Q3 2025
Shares 172,682 Value ($000) $25,151 Avg Close — Range —
Q2 2025
Shares 179,321 Value ($000) $24,215 Avg Close — Range —
Q1 2025
Shares 169,206 Value ($000) $20,645 Avg Close — Range —
Q4 2024
Shares 179,701 Value ($000) $23,113 Avg Close — Range —
Q3 2024
Shares 166,676 Value ($000) $20,937 Avg Close — Range —
Q2 2024
Shares 67,498 Value ($000) $8,017 Avg Close — Range —
Q1 2024
Shares 60,391 Value ($000) $6,963 Avg Close — Range —
Q4 2023
Shares 57,273 Value ($000) $6,027 Avg Close — Range —
Q3 2023
Shares 55,627 Value ($000) $5,240 Avg Close — Range —
Q2 2023
Shares 69,432 Value ($000) $6,793 Avg Close — Range —
Q1 2023
Shares 73,972 Value ($000) $6,698 Avg Close — Range —
Q4 2022
Shares 72,250 Value ($000) $6,127 Avg Close — Range —
Q3 2022
Shares 80,354 Value ($000) $6,391 Avg Close — Range —
Q2 2022
Shares 80,260 Value ($000) $6,724 Avg Close — Range —
Q1 2022
Shares 76,513 Value ($000) $7,723 Avg Close — Range —
Q4 2021
Shares 66,494 Value ($000) $7,114 Avg Close — Range —
Q3 2021
Shares 56,623 Value ($000) $5,571 Avg Close — Range —
Q2 2021
Shares 44,426 Value ($000) $4,388 Avg Close — Range —
Q1 2021
Shares 32,053 Value ($000) $2,936 Avg Close — Range —
Q4 2020
Shares 22,049 Value ($000) $1,901 Avg Close — Range —
Q3 2020
Shares 19,244 Value ($000) $1,452 Avg Close — Range —
Q2 2020
Shares 28,239 Value ($000) $1,961 Avg Close — Range —
Q1 2020
Shares 27,862 Value ($000) $1,594 Avg Close — Range —
Q4 2019
Shares 34,100 Value ($000) $2,479 Avg Close — Range —
Q3 2019
Shares 33,758 Value ($000) $2,264 Avg Close — Range —
Q2 2019
Shares 31,894 Value ($000) $2,125 Avg Close — Range —
Q1 2019
Shares 29,831 Value ($000) $1,921 Avg Close — Range —
Q4 2018
Shares 175,001 Value ($000) $15,318 Avg Close — Range —